Position in CNP
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$260,056
New position
Shares Held
5,905
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#545
of 860 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026EVERPAR ADVISORS LLC holds $6,066,547 across 16 Utilities - Regulated Electric names. CNP ranks #10 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
10,392 | $1,421,729 | |
| 2 | NEE |
Nextera Energy Inc
|
5,790 | $508,188 | |
| 3 | DUK |
Duke Energy CORP
|
3,968 | $502,269 | |
| 4 | XEL |
Xcel Energy Inc
|
4,955 | $397,886 | |
| 5 | CMS |
Cms Energy Corp
|
4,903 | $375,079 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
2,885 | $336,881 | |
| 7 | SO |
Southern Co
|
3,448 | $330,008 | |
| 8 | ED |
Consolidated Edison Inc
|
2,660 | $294,275 |
All Filings in CNP
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,056 | 5,905 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||